3,794 client jobs at 1,227 companies in San Francisco, CA
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Manager - Client
Oakland, California, United States
$59k-$95k/yrOnsiteFull Time
City National BankNYSE: RY: Provider of commercial banking, wealth management, and investment services.
4+ YOE3+ Mgmt4+ years client service and banking experience, 3+ years supervisory experience, strong knowledge of bank products, policies, audit and regulatory compliance, leadership, sales and client relationship skills.
5+ YOE5+ years financial planning experience with high-net-worth clients; expertise in estate and tax planning; proficiency with Money Guide Pro and eMoney; strong communication, ethics, and client relationship skills.
Money Guide Pro, eMoney, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, CRM systems
Santa Monica or Los Angeles or Chicago or San Francisco or New York City
$91k-$161k/yrOnsiteFull Time
SnapNYSE: SNAP: Develops social media applications and augmented reality technology.
5+ YOE5+ years marketing/brand advertising/media sales or online advertising experience; bachelor’s degree preferred; ability to engage C-level clients, present, travel as needed, and manage client relationships and campaigns.
WTWNASDAQ: WTW: Provides global risk management, insurance brokerage, and advisory services.
3+ YOE3+ years insurance experience with employee benefits expertise, strong communication, project planning, client relationship, data analysis, and technology aptitude.
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and diversified financial services.
1+ YOE1+ year client service experience (finance preferred); bachelor’s degree preferred (finance); strong communication, attention to detail, and Microsoft Office proficiency.
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
1+ YOE1-3 years client service experience in finance, bachelor's degree preferred, proficient in Microsoft Office Suite, strong communication and attention to detail.
Recruitics: Provider of recruitment marketing software and advertising services.
3+ YOE3+ years in client success, client management, HR tech, recruitment marketing or related; enterprise client management, analytics interpretation, recruitment marketing and HR technology knowledge, strong communication and presentation skills.
Google Ads, Meta Ads Manager, Looker, Tableau, Power BI, APIs
Rockefeller Capital Management: Provides wealth management and financial advisory services to clients.
Client service experience preferred, BA/BS degree, Series 7 & 66 strongly preferred or willing to obtain; strong communication, organization, and Microsoft Office skills.
Microsoft Excel, Microsoft PowerPoint, Concur, eMoney
5+ YOE5+ years in marketing/brand advertising/media sales or online advertising; bachelor’s degree preferred; strong presentation, communication, and client relationship skills; ability to travel as needed.
Varsity Technologies: Managed IT services and AI solutions for social-impact organizations.
3+ YOERequires 3–5 years of IT support experience, advanced Microsoft 365 and macOS support, networking skills, RMM/PSA proficiency, a driver's license, reliable transportation, and strong client communication.
Microsoft 365, Exchange, Microsoft SharePoint, Microsoft Teams, Entra ID/AAD, macOS, MDM, Apple Business Manager, iOS, Apple Cloud, DNS, DHCP, VPN, firewall, Microsoft Copilot, Google Gemini, ChatGPT, Claude, RMM, PSA
5+ YOE5+ years account management experience in benefits consulting or brokerage, California Life & Health license required, bachelor’s degree preferred, proficiency with Microsoft Office, strong client service, negotiation, and analytical skills.
Hinge HealthNYSE: HNGE: Digital provider of musculoskeletal care and physical therapy
5+ YOE5+ years in Account Management/Client Success/Sales, experience with MSK or digital health, proven retention/expansion results, strong communication and analytical skills, Bachelor's degree or equivalent; Gainsight proficiency preferred.
Baird: Employee-owned financial services firm providing wealth and asset management.
2+ YOERequires 2+ years of relevant experience, strong client service, communication, organization, analytical skills, and Microsoft Office proficiency. SIE, Series 7, and Series 66 licensures required within 18 months.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Customer Relationship Management (CRM), PowerPoint, LinkedIn, X
ATG: AI-powered financial advisor and wealth management platform
Experience serving high-net-worth clients in private banking, investment advisory, or family office settings; daily AI tool use; strong process and communication skills; Series 65 or Series 7 and 66.
Rockefeller Capital Management: Provides financial advisory and wealth management for wealthy clients.
0+ YOE0-2 years client service experience preferred; Series 7 & 66 strongly preferred or willing to obtain; BA/BS preferred; strong Microsoft Excel and PowerPoint skills; experience with Concur and eMoney a plus.
Concur, Microsoft Excel, Microsoft PowerPoint, eMoney
San Francisco or Los Angeles County or California or Arizona or United States
RemoteFull Time
EPAM SystemsNYSE: EPAM: Provides global digital platform engineering and software development services.
5+ YOE5+ Mgmt5+ years experience in account management, P&L and sales; strong leadership, communication, negotiation, and client relationship skills; strategic technology and industry knowledge; willingness to travel up to 25%; Bachelor’s degree required (MBA preferred).
Brillio: Digital technology services and AI-led transformation partner.
Requires proven growth with large high-tech clients, strategic partnership experience, executive presence, client management, business development, delivery experience, global service delivery, and knowledge of product engineering, cloud, analytics, or digital technologies.